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romer
New Member

How do I report a Roth IRA Annuity that did not give a 1099 and they say has no cash surrender value?

 
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dmertz
Level 15

How do I report a Roth IRA Annuity that did not give a 1099 and they say has no cash surrender value?

If you received any distributions from the IRA annuity in 2017, the payer is required to send you a Form 1099-R if the total is more than $10, required to be sent to you by January 31, 2018.  If it doesn't show up in the mail today, contact the payer to obtain a copy of the missing form.

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dmertz
Level 15

How do I report a Roth IRA Annuity that did not give a 1099 and they say has no cash surrender value?

If you received any distributions from the IRA annuity in 2017, the payer is required to send you a Form 1099-R if the total is more than $10, required to be sent to you by January 31, 2018.  If it doesn't show up in the mail today, contact the payer to obtain a copy of the missing form.

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